Business Tax Services
Clarity, Compliance, and Confidence, Year-Round
Taxes Shouldn’t Be a Headache.
You didn’t launch your business to decode the tax code. We did. Exact provides proactive, year-round tax strategy and compliance, integrated with your day-to-day accounting. We don’t just file your return. We plan ahead, reduce risk, and make sure you never miss an opportunity.
- Get Clean Books & Actionable Reports
- Flat-Rate, Scalable Pricing
- Built for Startups, Franchises & Operators
Built for Real Operators
We focus on what actually drives your business: clean data, efficient systems, and proactive strategy that keeps you ahead all year.
All-in-One Tax & Accounting
From filings to forecasting, everything lives in one connected system designed to simplify your financial operations.
CPA Expertise, Startup Speed
You get the precision of seasoned CPAs with the agility of modern tech, no red tape, just results that scale.
Why Businesses Like Yours Choose Exact
We Bring Order to Tax Season Chaos
When tax season chaos, generic advice, and disjointed systems hold you back, Exact brings clarity and control. We centralize your tax operations, tailor strategies to your business, and ensure every filing supports your growth—not your stress.
- Tired of scrambling during tax season with missing info
- Sick of one-size-fits-all advice that doesn't apply to your business
- Need clean tax filings and strategic planning to support growth
- Managing multiple entities or locations without centralized oversight
WHAT WE DELIVER
End-to-end tax services built for real operators.
Tax Planning That Pays Off
We identify proactive strategies to reduce your tax burden through smart planning, entity selection, and optimized depreciation
- Strategic reviews to minimize liabilities
- Entity type analysis and depreciation planning
- Always-on monitoring for changing laws and credits
Full-Service Tax Compliance
Your business stays compliant year-round with seamless filings, audit-ready documentation, and zero duplicate data entry.
- Corporate income tax filings, sales tax, and 1099s
- Integrated with your accounting—no duplicate data entry
- Audit-ready books and filings, every year
Technology-Enabled, CPA-Led
Our cloud-based platform gives you real-time visibility and expert oversight from seasoned, U.S.-based CPAs.
- Cloud-based tax tools that scale with your business
- Real-time access to reports and filing status
- Backed by experienced, U.S.-based tax professionals
Tax Credit Optimization
We uncover and file for every eligible federal and state tax credit to help you capture more savings without added risk.
- R&D, ERTC, and work opportunity credits
- Federal and state-level programs identified and filed
- Maximize what you can claim—without triggering risk
Who It’s For?
We're not just tax preparers. We're strategic partners.
Startups
raising capital or facing complex equity issues
Franchise Operators
juggling multi-state filings
PE-Backed Companies
who can't afford compliance gaps
Any Business
that wants to stop overpaying and start planning ahead
Why Exact?
Here's what makes us different:
Strategic Guidance, Not Just Tax Prep
CPA-led team that thinks beyond the return
Seamless Accounting and Tax Integration
Integrated accounting + tax = no gaps or silos
Engineered for Complex, Growing Businesses
Built for businesses with real complexity
"We began working with Exact in October 2021 and within one year our entire business had been optimized to become more efficient across the board... Thanks to Dan and his team we have been able to put our business in a position to grow more quickly and become more profitable."
Jason Bitton, Chalk Line Apparel
OUR GUARANTEE
We work like we’re on your team—because when we commit, your goals become ours. Accountability isn’t just how we operate—it’s how we drive results.
What you can count on:
Measurable Value
From cash clarity to margin gains—we show the real results.
No Bookkeepers Playing CFO
You get hands-on finance operators—not pitch decks and fluff.
Not Just “Outsourced Accounting”
We’re embedded in your team, driving strategy and action.
Best-in-Class Tools, Adapted for You
Fortune 500-level financial systems tailored for small business.
Custom Everything
No templates. No copy-paste dashboards. Just what works for you.
OUR APPROACH
We build financial clarity and momentum on three pillars:
INSIGHT
Illuminate Your Numbers
- Set up dashboards and reporting
- Clean your data so you can trust what you’re seeing
Strategy
Drive Growth Through Focus
- Forecasting, margin analysis, cash flow strategy
- Identify the moves that actually grow your business
Accountability
Execute What Matters
- We implement the strategy, measure progress, own outcomes, and keep things moving
What our clients say about us
OUR PROCESS
Let’s get started.
Discovery Call
We evaluate your current tax setup, risks, and opportunities.
Integration
We onboard your tools, sync your accounting, and set your filing roadmap.
Execution
We handle tax strategy and compliance year-round, not just in April.
We’ll Handle the Numbers.
Leave the filings, forecasts, and compliance to us. Exact keeps your accounting and tax perfectly in sync, so you can stay focused on running and scaling your operation.
Talk to Our Tax Team
Chris Nowicki | [email protected]